Athenaeum Pro 2017 Changes

Borrower

List View

The list view adopts the new interface.

Menus are vertically oriented and some menu options may be hidden where not appropriate.

The detail pop-over (the gear icon) uses the new interface and adds the activate/deactivate and correspondence default destination buttons.

Utility

The utility screen is now a pop-out window directly in the list view.

The correspondence and quick letter options are now side by side on the first tab of utilities, allowing quicker access. The buttons also indicate how many letters are going to be created (i.e. the number of borrowers in the found set).

The import options are grouped together on the miscellaneous tab, adding an option for importing from the Linc-ed student management system, in addition to the eTap SMS (KAMAR imports are integrated at the FileMaker server side).

Hide Inactive

A checkbox on the borrower list view under the search widget will assist excluding de-activated users searches using the widget and from some other operations (ignored in “All”, “Filter Inactive” and “Filter list owing”, and so on.).

hide inactive button
hide inactive button

A new setting allows you to set the default configuration when you open Athenaeum

settings: hide inactive
settings: hide inactive

Detail View

The borrower detail screen has been re-organised to allow more space on each tab, maintaining the new interface look in other parts of Athenaeum.

As with the catalogue, field labels will show by default or not according to the preference set in admin.

The Quick View only shows the most used information while still allowing access to the other detail screens. Field labels are always on in the quick view tab.

If a borrower has reserves and/or reviews, then the reserves and/or reviews pop-over buttons at the top are shown.

If there are no reserves or reviews, then the appropriate pop-over button (or both) is hidden.

Clicking the reserves pop-over button shows the borrower’s reserves in a window. You can remove reserves here by clicking the red ‘x’ button.

Clicking the reviews pop-over shows details of the borrower’s reviews, including those that are not authorised. Clicking the “list reviews” button will switch to the administrator’s reviews list showing the borrower’s reviews.

The borrower’s fees list has been reworked.

The basic information for each fee is displayed in the list. To perform some operation on the fee, click the gear “widget”. The contents of the pop-over window vary depending upon the status of the fee.

SMS is not KAMAR, so can only change or delete If the fee has been generated in Athenaeum and your student management system is NOT KAMAR, then you can change or delete the fee.

SMS is KAMAR, so can change, delete or send to KAMAR
SMS is KAMAR, so can change, delete or send to KAMAR

If your student management system is KAMAR and the fee has not sent to KAMAR, then you can change or delete the fee or send it to KAMAR:

SMS is KAMAR and fee already sent, so different rules apply
SMS is KAMAR and fee already sent, so different rules apply

If your student management system is KAMAR and the fee has been sent to KAMAR, then you have the option of having Athenaeum check the fee in KAMAR or attempt to change it in KAMAR. This is to ensure that the fiscal rules are followed between the two systems - e.g. note that the delete fee button is not available in this scenario, as the deletion must happen in the KAMAR side (you can change the fee to zero or the partial amount paid in KAMAR from Athenaeum, but not delete - the balance will be automatically adjusted in Athenaeum).

Borrower Consolidate

The borrower consolidate utility will consolidate the issues, reserves, reviews, fees and history of one or more borrowers together. This is an occasionally used function to be used under direction of SumWare Consulting.

The consolidate list attempts to make it clearer which borrower is going to be consolidated to the “current” borrower.